Schear-Investment-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ACN",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "META",
  "LHX",
  "LIN",
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "GE",
  "ORCL",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "RTX",
  "SYK",
  "TGT",
  "TMO",
  "TJX",
  "ULTA",
  "TSM",
  null,
  "AMD",
  "AJG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WMB",
  "PSX",
  "GEV",
  "MCK",
  "LULU",
  "BAC",
  "CVX",
  "CINF",
  "CB",
  "C",
  "CLX",
  "KO",
  "STZ",
  "CEG",
  "CTRA",
  "COST",
  "CRWD",
  "DE",
  "FANG",
  "DAL",
  "QQQ",
  "EPD",
  "ETN",
  "JNJ",
  "LLY",
  "MLM",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 89
Total Value: 173611520
Accession Number: 0001667731-25-000568
Form Type: 13F-HR
CIK: schear-investment-advisers
Manager Name: Schear-Investment-Advisers

Data Enrichment

99% identified

88 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $173.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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T-Mobile US, Inc.

TMUS|872590104

Shares:5.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$173.6M)

CHEVRON CORP

CVX|166764100

Shares:8.5K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$173.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:8.3K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$173.6M)

STRYKER CORP

SYK|863667101

Shares:3.7K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$173.6M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:2.7K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$173.6M)

Eaton Corp plc

ETN|G29183103

Shares:4.8K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$173.6M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:29.2K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$173.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:6.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$173.6M)

Walmart Inc.

WMT|931142103

Shares:14.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$173.6M)

CLOROX CO /DE/

CLX|189054109

Shares:8.4K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.6M)

Accenture plc

ACN|G1151C101

Shares:4.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.6M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:15.1K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.6M)

INTUIT INC.

INTU|461202103

Shares:1.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$173.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:3.8K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$173.6M)

DEERE & CO

DE|244199105

Shares:2.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$173.6M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.7K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$173.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:23.3K

Value:$972.8K

% of Portfolio:0.6% ($972.8K/$173.6M)

lululemon athletica inc.

LULU|550021109

Shares:3.3K

Value:$923.1K

% of Portfolio:0.5% ($923.1K/$173.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.0K

Value:$848.4K

% of Portfolio:0.5% ($848.4K/$173.6M)

BlackRock, Inc.

BLK|09290D101

Shares:885

Value:$837.6K

% of Portfolio:0.5% ($837.6K/$173.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
T-Mobile US, Inc.(TMUScusip872590104)	5.5K	QoQ +4.99% (+260) YoY +47.49% (+1.8K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$173.6M)	QoQ +26.86% (+$308.9K) YoY +141.00% (+$853.4K)
CHEVRON CORP(CVXcusip166764100)	8.5K	QoQ +30.03% (+2.0K) YoY -36.46% (-4.9K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$173.6M)	QoQ +50.18% (+$476.3K) YoY -32.61% (-$690.0K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	8.3K	QoQ +161.95% (+5.1K) YoY NEW(+8.3K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$173.6M)	QoQ +120.18% (+$751.3K) YoY NEW(+$1.4M)
STRYKER CORP(SYKcusip863667101)	3.7K	QoQ +2.48% (+89) YoY +22.28% (+669)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$173.6M)	QoQ +5.95% (+$76.8K) YoY +27.19% (+$292.2K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	2.7K	QoQ -6.12% (-178) YoY +20.26% (-460)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$173.6M)	QoQ -13.09% (-$196.7K) YoY -6.33% (-$88.3K)
Eaton Corp plc(ETNcusipG29183103)	4.8K	QoQ +70.18% (+2.0K) YoY NEW(+4.8K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$173.6M)	QoQ +39.39% (+$368.3K) YoY NEW(+$1.3M)
DELTA AIR LINES, INC.(DALcusip247361702)	29.2K	QoQ +10.11% (-2.7K) YoY +32.43% (+7.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$173.6M)	QoQ -20.64% (-$331.3K) YoY +20.62% (+$217.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	6.0K	QoQ -11.46% (-776) YoY -4.90% (-309)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$173.6M)	QoQ -17.00% (-$260.0K) YoY -1.89% (-$24.5K)
Walmart Inc.(WMTcusip931142103)	14.4K	QoQ +12.92% (+1.6K) YoY +53.65% (+5.0K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$173.6M)	QoQ +9.72% (+$111.9K) YoY +124.18% (+$699.4K)
CLOROX CO /DE/(CLXcusip189054109)	8.4K	QoQ +0.65% (-55) YoY +23.10% (+1.6K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.6M)	QoQ -8.73% (-$118.9K) YoY +18.39% (+$192.8K)
Accenture plc(ACNcusipG1151C101)	4.0K	QoQ 0.00% (-0) YoY +5.79% (-217)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.6M)	QoQ -11.29% (-$157.5K) YoY -4.75% (-$61.8K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	15.1K	QoQ +0.90% (+135) YoY +28.29% (+3.3K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.6M)	QoQ +4.17% (+$48.6K) YoY +13.90% (+$148.3K)
INTUIT INC.(INTUcusip461202103)	1.9K	QoQ 0.00% (-0) YoY +32.11% (+466)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$173.6M)	QoQ -2.30% (-$27.8K) YoY +24.79% (+$233.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	3.8K	QoQ +3.44% (+127) YoY +8.42% (+296)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$173.6M)	QoQ +5.18% (+$55.4K) YoY +31.98% (+$272.3K)
DEERE & CO(DEcusip244199105)	2.3K	QoQ -1.99% (-47) YoY +4.39% (+97)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$173.6M)	QoQ +8.55% (-$85.3K) YoY +19.29% (+$174.9K)
UNITED RENTALS, INC.(URIcusip911363109)	1.7K	QoQ -3.32% (-58) YoY +23.40% (+320)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$173.6M)	QoQ -13.99% (-$172.0K) YoY +7.25% (+$71.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	23.3K	QoQ -1.57% (-372) YoY -8.41% (-2.1K)	All Managers (Combined)	$972.8K	0.6% ($972.8K/$173.6M)	QoQ -6.54% (-$68.1K) YoY +0.78% (-$7.6K)
lululemon athletica inc.(LULUcusip550021109)	3.3K	QoQ +7.09% (-216) YoY +16.29% (-457)	All Managers (Combined)	$923.1K	0.5% ($923.1K/$173.6M)	QoQ -20.72% (-$241.4K) YoY -15.73% (-$172.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.0K	QoQ -1.15% (-58) YoY +0.52% (+26)	All Managers (Combined)	$848.4K	0.5% ($848.4K/$173.6M)	QoQ +0.48% (-$4.1K) YoY +5.58% (+$44.9K)
BlackRock, Inc.(BLKcusip09290D101)	885	QoQ -0.78% (-7) YoY NEW(+885)	All Managers (Combined)	$837.6K	0.5% ($837.6K/$173.6M)	QoQ -8.39% (-$76.8K) YoY NEW(+$837.6K)